Citigroup Inc
C- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000831001
No open-market purchases or sales by Citigroup Inc insiders were filed in the last 90 days; 2,643 institutions reported holding it in 13F filings for Q2 2026, worth $187.1B in total; superinvestors Harris Associates (Oakmark) and Chou Associates hold it.
13F holders, Q4 2023
Institutional positions in Citigroup Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,673
- +175 vs. Q3 2023
- Shares held
- 1.38B
- +24.3M (+1.8%) vs. Q3 2023
- Total value
- $71.0B
- +$15.1B (+27.1%) vs. Q3 2023
- New holders
- 285
- 539 more added
- Sold out
- 110
- 682 more reduced
22 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting C on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,643 | $187.1B |
| Q1 2026 | 2,475 | $150.5B |
| Q4 2025 | 2,460 | $161.6B |
| Q3 2025 | 2,216 | $139.9B |
| Q2 2025 | 2,064 | $121.9B |
| Q1 2025 | 2,026 | $101.9B |
| Q4 2024 | 1,997 | $100.1B |
| Q3 2024 | 1,792 | $87.9B |
| Q2 2024 | 1,788 | $88.5B |
| Q1 2024 | 1,778 | $87.6B |
| Q4 2023 | 1,673 | $71.0B |
| Q3 2023 | 1,520 | $56.0B |
| Q2 2023 | 1,609 | $63.7B |
| Q1 2023 | 1,576 | $65.6B |
| Q4 2022 | 1,605 | $63.4B |
| Q3 2022 | 1,605 | $58.4B |
| Q2 2022 | 1,659 | $64.4B |
| Q1 2022 | 1,761 | $77.4B |
| Q4 2021 | 1,838 | $90.0B |
| Q3 2021 | 1,727 | $104.8B |
| Q2 2021 | 1,705 | $109.2B |
| Q1 2021 | 1,713 | $115.1B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Citigroup Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 3,525 | $181.3K | 0.05% | −31−0.9% | Reduced |
| Highlander Capital Management, LLC | 3,584 | $184.4K | 0.07% | +600+20.1% | Added |
| Washington Trust Co | 3,644 | $187.4K | 0.01% | +1,927+112.2% | Added |
| Pacific Center for Financial Services | 3,695 | $190.1K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 3,748 | $192.8K | 0.11% | +500+15.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,795 | $195.2K | 0.02% | +1,547+68.8% | Added |
| Central Trust Co | 3,841 | $197.6K | 0.01% | +205+5.6% | Added |
| Rosenberg Matthew Hamilton | 3,895 | $200.4K | 0.06% | −318−7.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $200.6K | 0.06% | +3,900 | New |
| Simon Quick Advisors, LLC | 3,920 | $201.6K | 0.02% | +3,920 | New |
| Safeguard Investment Advisory Group, LLC | 3,922 | $201.7K | 0.08% | +3,922 | New |
| Legacy Financial Advisors, Inc. | 3,948 | $203.1K | 0.04% | +3,948 | New |
| Sierra Summit Advisors LLC | 3,960 | $203.7K | 0.06% | +3,960 | New |
| Avantax Planning Partners, Inc. | 3,970 | $204.2K | 0.01% | −2,029−33.8% | Reduced |
| Landmark Financial Advisors, LLC | 3,980 | $204.8K | 0.07% | +3,980 | New |
| Guardian Wealth Advisors, LLC | 3,981 | $204.8K | 0.03% | +3,981 | New |
| Beaton Management Co. Inc. | 3,992 | $205.0K | 0.12% | +3,992 | New |
| Diker Management LLC | 4,000 | $205.8K | 0.17% | +4,000 | New |
| CMT Capital Markets Trading GmbH | 4,000 | $206.0K | 0.14% | −3,000−42.9% | Reduced |
| Roble, Belko & Company, Inc | 4,000 | $206.0K | 0.04% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 4,014 | $206.5K | 0.05% | +4,014 | New |
| All Terrain Financial Advisors, LLC | 4,028 | $207.2K | 0.10% | +4,028 | New |
| Asset Allocation Strategies LLC | 4,032 | $207.4K | 0.08% | +4,032 | New |
| AlTi Global, Inc. | 4,044 | $208.0K | 0.01% | +4,044 | New |
| Prepared Retirement Institute LLC | 4,055 | $208.6K | 0.16% | +4,055 | New |
| Circle Wealth Management, LLC | 4,071 | $209.4K | 0.01% | −2,599−39.0% | Reduced |
| Falcon Wealth Planning | 4,072 | $209.5K | 0.04% | +4,072 | New |
| Successful Portfolios LLC | 4,074 | $209.6K | 0.16% | +4,074 | New |
| Parcion Private Wealth LLC | 4,094 | $210.6K | 0.02% | +4,094 | New |
| Navis Wealth Advisors, LLC | 4,100 | $210.9K | 0.28% | +4,100 | New |
| MRP Capital Investments, LLC | 4,100 | $210.9K | 0.23% | +4,100 | New |
| FirstPurpose Wealth LLC | 4,112 | $211.5K | 0.08% | +4,112 | New |
| Blue Barn Wealth, LLC | 4,115 | $211.7K | 0.13% | +4,115 | New |
| Aaron Wealth Advisors | 4,130 | $212.4K | 0.04% | +4,130 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,131 | $212.5K | 0.03% | −3,817−48.0% | Reduced |
| TRUE Private Wealth Advisors | 4,145 | $213.2K | 0.03% | +4,145 | New |
| Cyndeo Wealth Partners, LLC | 4,156 | $213.8K | 0.02% | +4,156 | New |
| Eudaimonia Partners, LLC | 4,173 | $214.6K | 0.06% | −12,122−74.4% | Reduced |
| Gray Wealth Management Inc. | 4,173 | $214.6K | 0.10% | −1,118−21.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,174 | $214.7K | 0.07% | −4,050−49.2% | Reduced |
| Catalyst Financial Partners LLC | 4,178 | $214.9K | 0.06% | +4,178 | New |
| Lloyd Advisory Services, LLC. | 4,193 | $215.7K | 0.10% | −7,581−64.4% | Reduced |
| O'Rourke & Company, Inc | 4,211 | $217.0K | 0.14% | +4,211 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,218 | $217.0K | 0.01% | +111+2.7% | Added |
| EverSource Wealth Advisors, LLC | 4,220 | $217.1K | 0.02% | +628+17.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,234 | $217.8K | 0.02% | +4,021+1,887.8% | Added |
| Systematic Alpha Investments, LLC | 4,238 | $218.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,251 | $218.7K | 0.11% | +4,251 | New |
| Cedrus LLC | 4,255 | $218.9K | 0.14% | +4,255 | New |
| Raleigh Capital Management Inc. | 4,261 | $219.2K | 0.10% | −123−2.8% | Reduced |
| Leuthold Group, LLC | 4,267 | $219.5K | 0.03% | +4,267 | New |
| Mill Creek Capital Advisors, LLC | 4,273 | $219.8K | 0.01% | +4,273 | New |
| Hyman Charles D | 4,274 | $220.0K | 0.01% | +4,274 | New |
| United Community Bank | 4,282 | $220.3K | 0.09% | +4,282 | New |
| Covestor Ltd | 4,284 | $221.0K | 0.15% | +518+13.8% | Added |
| Abel Hall, LLC | 4,368 | $224.7K | 0.19% | +4,368 | New |
| Wealthspire Advisors, LLC | 4,393 | $226.0K | 0.00% | +4,393 | New |
| ING Groep NV | 4,394 | $226.0K | 0.00% | +4,394 | New |
| Applied Capital LLC | 4,414 | $227.1K | 0.21% | +4,414 | New |
| Reuter James Wealth Management, LLC | 4,428 | $227.8K | 0.16% | +4,428 | New |
| Tarbox Family Office, Inc. | 4,432 | $228.0K | 0.04% | +4,432 | New |
| Dorchester Wealth Management Co | 4,440 | $228.4K | 0.04% | +4,440 | New |
| Baxter Bros Inc | 4,443 | $228.5K | 0.03% | −999−18.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,453 | $229.0K | 0.00% | +357+8.7% | Added |
| Trueblood Wealth Management, LLC | 4,458 | $229.3K | 0.14% | +4,458 | New |
| Childress Capital Advisors, LLC | 4,470 | $229.9K | 0.07% | +4,470 | New |
| Lee Financial Co | 4,473 | $230.1K | 0.04% | +3,866+636.9% | Added |
| VeraBank, N.A. | 4,474 | $230.1K | 0.08% | +4,474 | New |
| Associated Banc-Corp | 4,477 | $230.3K | 0.01% | +4,477 | New |
| First National Bank of Omaha | 4,492 | $231.1K | 0.01% | −500−10.0% | Reduced |
| PDS Planning, Inc | 4,496 | $231.3K | 0.03% | +4,496 | New |
| Gs Investments, Inc. | 4,499 | $231.4K | 0.12% | 00.0% | Unchanged |
| Almitas Capital LLC | 4,500 | $231.5K | 0.08% | +4,500 | New |
| MONECO Advisors, LLC | 4,513 | $232.1K | 0.04% | +4,513 | New |
| Zions Bancorporation, N.A. | 4,515 | $232.3K | 0.02% | −127−2.7% | Reduced |
| ABN AMRO Bank N.V. | 4,501 | $232.5K | 0.00% | +4,501 | New |
| Virtue Capital Management, LLC | 4,301 | $233.6K | 0.05% | −2,372−35.5% | Reduced |
| Woodward Diversified Capital, LLC | 4,564 | $234.8K | 0.15% | +4,564 | New |
| Elmwood Wealth Management, Inc. | 4,590 | $236.1K | 0.17% | −3,539−43.5% | Reduced |
| Skopos Labs, Inc. | 4,599 | $236.6K | 0.11% | +4,599 | New |
| Harbour Investments, Inc. | 4,610 | $237.1K | 0.01% | +785+20.5% | Added |
| Keystone Financial Group | 4,612 | $237.3K | 0.04% | +4,612 | New |
| X-Square Capital, LLC | 4,621 | $238.0K | 0.13% | −1,613−25.9% | Reduced |
| OneAscent Financial Services LLC | 4,629 | $238.0K | 0.03% | +4,629 | New |
| Samalin Investment Counsel, LLC | 4,635 | $238.5K | 0.12% | −328−6.6% | Reduced |
| Glen Eagle Advisors, LLC | 4,648 | $239.1K | 0.05% | +20+0.4% | Added |
| MidWestOne Financial Group, Inc. | 4,655 | $239.5K | 0.05% | +4,655 | New |
| Advisory Alpha, LLC | 4,658 | $239.6K | 0.01% | +4,658 | New |
| Summitry LLC | 4,663 | $239.9K | 0.01% | +4,663 | New |
| Clare Market Investments LLC | 4,687 | $241.1K | 0.08% | −1,387−22.8% | Reduced |
| Richwood Investment Advisors, LLC | 4,687 | $241.1K | 0.23% | −713−13.2% | Reduced |
| Calamos Wealth Management LLC | 4,688 | $241.2K | 0.02% | −294−5.9% | Reduced |
| Magnus Financial Group LLC | 4,703 | $241.9K | 0.03% | −341−6.8% | Reduced |
| Keel Point, LLC | 4,707 | $242.1K | 0.03% | +4,707 | New |
| Truepoint, Inc. | 4,708 | $242.2K | 0.01% | +4,708 | New |
| Jamison Private Wealth Management, Inc. | 4,713 | $242.4K | 0.05% | +3+0.1% | Added |
| Essex Savings Bank | 4,729 | $243.2K | 0.07% | +4,729 | New |
| Accel Wealth Management | 4,734 | $243.5K | 0.12% | +4,734 | New |
| FinTrust Capital Advisors, LLC | 4,735 | $243.6K | 0.05% | +168+3.7% | Added |
| Requisite Capital Management, LLC | 4,736 | $243.6K | 0.06% | −1,351−22.2% | Reduced |